JAM
Jupiter Asset Management Portfolio holdings
AUM
$12B
1-Year Return
24.68%
This Quarter Return
-12.78%
1 Year Return
+24.68%
3 Year Return
+84.22%
5 Year Return
+156.46%
10 Year Return
+400.84%
AUM
$7.11B
AUM Growth
-$1.32B
(-16%)
Cap. Flow
-$293M
Cap. Flow
% of AUM
-4.12%
Top 10 Holdings %
Top 10 Hldgs %
22.1%
Holding
668
New
156
Increased
132
Reduced
204
Closed
105
Top Buys
| 1 |
Intel
INTC
|
$103M |
| 2 |
Kyndryl
KD
|
$60.7M |
| 3 |
Mastercard
MA
|
$51.3M |
| 4 |
Broadcom
AVGO
|
$45.5M |
| 5 |
FirstEnergy
FE
|
$45.1M |
Top Sells
| 1 |
Microsoft
MSFT
|
$72.2M |
| 2 |
Verizon
VZ
|
$67M |
| 3 |
H&R Block
HRB
|
$65.9M |
| 4 |
Advanced Micro Devices
AMD
|
$50.9M |
| 5 |
Electronic Arts
EA
|
$46.6M |
Sector Composition
| 1 | Technology | 24.06% |
| 2 | Healthcare | 14.07% |
| 3 | Financials | 13.36% |
| 4 | Consumer Discretionary | 12.83% |
| 5 | Industrials | 8.55% |
